Insights

Niche Market Focus Aeon Wealth Management specializes in providing comprehensive wealth management solutions to individual clients and their families, presenting an opportunity to offer tailored financial planning tools, advanced portfolio management platforms, and family wealth transfer solutions.

Growth Potential With revenue estimates between 1 to 10 million dollars and a small team of 2 to 10 employees, the firm offers potential for scalable technology services, automation tools, and marketing platforms designed for growing boutique financial firms.

Technology Stack Compatibility Using cloud services like AWS, Amazon S3, and Cloudflare Bot Management indicates openness to innovative cloud-based solutions, APIs, and cybersecurity services to enhance client data security and operational efficiency.

Competitive Positioning Positioned alongside industry giants with substantial assets under management and extensive employee bases, Aeon Wealth likely seeks cost-effective, efficient tech integrations to differentiate client experiences and streamline compliance.

Regulatory and Educational Needs As a registered securities and advisory firm, there is a demand for compliance, documentation, and continuing education solutions to support their legal and educational requirements, offering opportunities for specialized legal tech and training platforms.

Aeon Wealth Management Tech Stack

Aeon Wealth Management uses 8 technology products and services including Amazon Web Services, Amazon S3, Open Graph, and more. Explore Aeon Wealth Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Open Graph
    Content Management System
  • FMG Suite
    Content Marketing
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Media & News

Aeon Wealth Management's Email Address Formats

Aeon Wealth Management uses at least 1 format(s):
Aeon Wealth Management Email FormatsExamplePercentage
FLast@aeonwealth.comJDoe@aeonwealth.com
50%
FLast@aeonwealth.comJDoe@aeonwealth.com
50%

Frequently Asked Questions

Where is Aeon Wealth Management's headquarters located?

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Aeon Wealth Management's main headquarters is located at 21525 Ridgetop Circle, Suite 175 Sterling, Virginia 20166, US. The company has employees across 2 continents, including North AmericaEurope.

What is Aeon Wealth Management's phone number?

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You can contact Aeon Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aeon Wealth Management's official website and social media links?

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Aeon Wealth Management's official website is aeonwealth.com and has social profiles on LinkedIn.

What is Aeon Wealth Management's NAICS code?

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Aeon Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Aeon Wealth Management have currently?

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As of October 2025, Aeon Wealth Management has approximately 4 employees across 2 continents, including North AmericaEurope. Key team members include Financial Advisor And Principal: T. B.Financial Advisor: B. R.. Explore Aeon Wealth Management's employee directory with LeadIQ.

What industry does Aeon Wealth Management belong to?

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Aeon Wealth Management operates in the Financial Services industry.

What technology does Aeon Wealth Management use?

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Aeon Wealth Management's tech stack includes Amazon Web ServicesAmazon S3Open GraphFMG SuiteJSON-LDjQueryCloudflare Bot ManagementGoogle Tag Manager.

What is Aeon Wealth Management's email format?

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Aeon Wealth Management's email format typically follows the pattern of FLast@aeonwealth.com. Find more Aeon Wealth Management email formats with LeadIQ.

Aeon Wealth Management

Financial ServicesUnited States2-10 Employees

AEON Wealth Management is a full-service financial investment and insurance firm. We focus on providing life-long, comprehensive wealth management solutions to our clients, and their families.

We are always happy for you to visit our office. We are conveniently located at 21525 Ridgetop Circle in Sterling, VA 20166 just off of Route 7 and only minutes from both the Fairfax County Parkway and Route 28.

Securities offered through Osaic Wealth, Inc. member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Materials are for educational purposes only. Opinions of linked articles are of the author only and do not necessarily reflect the opinions or recommendations of Osaic Advisory Services, LLC (Osaic Advisory)/Osaic Wealth, Inc., or its licensed representatives.

Third-party comments may not be representative of all customer experiences.

Section iconCompany Overview

Headquarters
21525 Ridgetop Circle, Suite 175 Sterling, Virginia 20166, US
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Aeon Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Aeon Wealth Management's revenue is estimated to be in the range of $1M$10M

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